Chunghwa Telecom Co

Taiwan's data center market is projected to grow from USD 1.97 billion in 2025 to USD 5.72 billion by 2031, a compound annual growth rate of 19.44%, according to a new ResearchAndMarkets.com report. Taipei remains the island's leading data center destination, supported by hyperscale developments and cloud regions, while submarine cable investment is strengthening Taiwan's position as a major digital infrastructure hub in Asia. In October 2025, Meta announced an investment in Candle, a submarine cable project connecting Taiwan with Japan, the Philippines, Indonesia, Malaysia and Singapore; the approximately 4,971-mile cable is expected to deliver transmission capacity of up to 570 terabits per second and become operational in 2028. Taiwan's government plans to provide approximately USD 28.7 billion in funding by 2030 in support of its 2050 Net-Zero Transition, covering renewable energy, hydrogen, grid modernization, energy storage and related programs. In June 2025, Amazon Web Services launched its first Taiwan cloud region in Taipei with three availability zones and announced plans to invest approximately USD 5 billion in the country's data center infrastructure, while in November 2025 Foxconn announced the development of an AI data center using NVIDIA's GB300 NVL72 platform, expected to become operational in the first half of 2026. The report covers 25 existing data center facilities and six upcoming facilities across more than five cities, and names established colocation operators including Chief Telecom, Chunghwa Telecom, Far EasTone Telecommunications, NTT Communications, Taiwan Mobile and Vantage Data Centers, with potential new entrants including Apple, Microsoft, Keppel Data Centres and SC Zeus Data Centers.

Chunghwa Telecom reported second-quarter 2026 revenue of TWD 61.36 billion, an 8.2% year-over-year increase and the highest second-quarter level since 2010. Net income rose 6.2% to TWD 11.27 billion, with earnings per share reaching TWD 1.38, a 10-year high for the period. The company's ICT revenue surged 32% year over year, driven by large-scale projects for public sector and manufacturing clients, while international subsidiary revenue jumped 242% on AI supply chain deliveries in the United States and construction projects in Southeast Asia. Mobile service revenue grew 3.2%, supported by 5G adoption reaching 49% penetration among smartphone users and a record 41.2% mobile revenue market share. Management highlighted that first-half ICT contract values already matched the full-year 2025 total, providing strong visibility into future recurring revenue.

Chunghwa Telecom reported consolidated revenue of NT$19.52 billion for May, a 5.4% year-over-year increase driven by core telecom and ICT services, strong iPhone sales, and AI-related subsidiary revenue. Net income attributable to stockholders reached NT$3.36 billion, with EBITDA of NT$7.77 billion and earnings per share of NT$0.44. The company's unaudited consolidated revenue for the first five months of the year totaled NT$100.01 billion, while operating income and income before tax stood at NT$22.28 billion and NT$22.46 billion, respectively. The results underscored robust demand for high-quality network infrastructure and the company's competitive position in digital transformation services.